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OraSure Technologies

219 hedge funds and large institutions have $577M invested in OraSure Technologies in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

45% more capital invested

Capital invested by funds: $398M → $577M (+$179M)

41% more call options, than puts

Call options by funds: $425K | Put options by funds: $301K

4.42% more ownership

Funds ownership: 91.34%95.76% (+4.4%)

4% more funds holding

Funds holding: 210219 (+9)

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

Holders
219
Holders Change
+9
Holders Change %
+4.29%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
57
Reduced
87
Closed
21
Calls
$425K
Puts
$301K
Net Calls
+$124K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$2.73K
BTI
202
Blue Trust Inc
Georgia
$2K
ASN
203
Advisory Services Network
Georgia
$1.64K +$1.31K +200 New
AF
204
Allworth Financial
California
$1.48K
BWL
205
Bogart Wealth LLC
Virginia
$1.23K
PMFA
206
Plante Moran Financial Advisors
Michigan
$1.23K
RAM
207
Riggs Asset Management
Pennsylvania
$1.23K
PA
208
Pineridge Advisors
Missouri
$1.07K +$858 +131 New
MLA
209
MB, Levis & Associates
Pennsylvania
$1.02K
HWM
210
HighMark Wealth Management
Minnesota
$820
MBFW
211
Morton Brown Family Wealth
Pennsylvania
$820 +$655 +100 New
FFA
212
Farther Finance Advisors
California
$713 +$570 +87 New
CA
213
Clearstead Advisors
Ohio
$656 -$524 -80 -50%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$599 -$1.38K -211 -74%
LC
215
Lindbrook Capital
California
$443 -$1.46K -223 -81%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$385
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$295
S
218
SignatureFD
Georgia
$221
FGAM
219
Financial Gravity Asset Management
Texas
$30
HIM
220
Hillsdale Investment Management
Ontario, Canada
-$4.31M -727,477 Closed
DFCM
221
Dark Forest Capital Management
Puerto Rico
-$416K -70,079 Closed
KLC
222
Kent Lake Capital
Nevada
-$386K -65,093 Closed
CSS
223
Cubist Systematic Strategies
Connecticut
-$290K -48,911 Closed
OQS
224
Occudo Quantitative Strategies
Florida
-$264K -44,601 Closed
SG Americas Securities
225
SG Americas Securities
New York
-$249K -41,982 Closed

OSUR Hedge Fund Activity: Q4 2023 in Review

219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OraSure Technologies (OSUR) for Q4 2023, worth a combined $577M — up 45% from $398M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OSUR positions and 21 closed out — a net gain of 13 holders — while 57 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $4.31M sold.

  • 219 institutional investors held OraSure Technologies (OSUR) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $577M of OraSure Technologies stock for Q4 2023, up 45% quarter-over-quarter.
  • 34 funds opened new OraSure Technologies positions in Q4 2023 and 21 closed out, a net change of +13 holders.
  • The largest OraSure Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $12.6M added.
  • The largest OraSure Technologies seller in Q4 2023 was Hillsdale Investment Management, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2023.